Michael Odonnell

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 09/2020
  Bard College
  Annandale On Hudson, NY
• 03/2021 → 01/2022
  Equitable Advisors Llc
  New York, NY
• 09/2010 → 09/2016
  Wilbraham And Monson Academy
  Wilbraham, MA
• 10/2020 → 02/2021
  *Unemployed*
  West Dennis, MA
• 07/2019 → 09/2019
  Merrill Lynch
  Boston, MA
• 01/2019 → 02/2019
  Merrill Lynch
  Boston, MA
• 04/2022 → Present
  Ubs Financial Services Inc
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-07-08

Other Names

• Michael O?Donnell